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Stories from vertical integration come first, newest first, then stories from connected topics (AI chips, Semiconductors, Nvidia, AI Chips & Compute, Tech News, AI), each labelled with where it comes from. This view is not indexed by search engines.

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Samsung and SK Hynix Are Upgrading China Plants for Denser NAND, Sources Say

Samsung and SK Hynix are upgrading China plants to make NAND with over 200 layers, Reuters reports. US licence status is unclear as YMTC gains share.

FastH3-Omni Cuts MiniMax H3 Video Generation Time Up to 11.9x, Its Makers Say

Nuva Lab and UC San Diego's FastVideo released FastH3-Omni, a distilled MiniMax H3 for reference-guided video with audio. Speed figures are the team's own.

Synaptics Launches Astra SR200 ‘xMCU’ Chips With Google’s Coral NPU

Synaptics' Astra SR200 xMCU chips pair Google's Coral NPU with Arm Cortex-M85 and M52 cores for on-device AI, at 200-400 GOPS. No price or ship date.

Qualcomm Plans Global Job Cuts After Staff Reviews, Memo Seen by Reuters Says

Qualcomm will cut jobs worldwide in a "performance-focused reduction", CEO Cristiano Amon told staff in a memo seen by Reuters. No headcount was given.

Google Open-Sources TorchTPU, Making Its TPUs a Native Option for PyTorch

Google has open-sourced TorchTPU, its native PyTorch stack for TPUs built with Meta, and released llm-d 1.0, an open Kubernetes stack for AI inference.

DeepSeek Open-Sources DeepInfer, the Engine Behind Its Own Services

DeepSeek has released DeepInfer, the inference engine behind its V4.1 Flash service, under Apache 2.0. Its cache and load-balancing code is held back.

ByteDance, Alibaba and Tencent Order 3mn+ Nvidia RTX PRO 5500s, Reuters Says

ByteDance, Alibaba and Tencent ordered over 3mn Nvidia RTX PRO 5500 cards worth 5bn+, Reuters sources say. Nvidia warns it may not fill them.

Japan Is Months From Running Out of Yttrium as China Squeezes Supply, FT Reports

Japan's yttrium supply has stalled as China curbs exports; a ministry official tells AFP shipments fell sharply, while Beijing defends its controls.

Anthropic Could Double Its Nscale Bet With a Second $45bn Deal, Reports Say

Nscale is reportedly in talks to sell Anthropic about $45bn more of AI computing power from a second West Virginia building, Bloomberg and Reuters report.

NVIDIA Simulates 104 Qubits on JUPITER to Test a Quantum Error Fix

NVIDIA ran a 104-qubit classical simulation of magic state cultivation on JUPITER, testing a method it says needs 90% fewer qubits under realistic noise.

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